Spartan World Minimum Volatility in
A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.
- Public LPs
- 13
10 more limited partners, 11 more commitment rows and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Plans holding an interest
How limited partners are countedOne line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 13), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Capgemini Cash Balance Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| Carle Health Central Illinois Pension Plan | Not disclosed | held | - | - | Nov 30, 2024 |
| Earle M. Jorgensen Hourly Employees Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
+10 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Retirement Plan for Employees of Southern States | Spartan World Minimum Volatility incollective trust | Pooled vehicles | $32.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Retirement Plan for Pilots of Piedmont Airlines, Inc. | Spartan World Minimum Volatility incollective trust | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Velcro Pension Plan | Spartan World Minimum Volatility incollective trust | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov |
+11 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Pension Plan for Salaried Employees of Alcon first reports an interest in Spartan World Minimum Volatility in: $5M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- Capgemini Cash Balance Retirement Plan first reports an interest in Spartan World Minimum Volatility in: $12M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- The Purdue Pharma L. P. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $4M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- Ingersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $11M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- The Manitowoc Company, Inc. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $14M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.